See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,883 | $81,460+258.3% | $103,333+182.5% | $80,856+261.0% |
| Participation rate | 88.0% | 66.8%+21.2pp | 74.5%+13.5pp | 67.6%+20.4pp |
| Annual return | 13.71% | 25.55%-11.8pp | 24.88%-11.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,081 | $3,105-33.0% | $3,868-46.2% | $2,755-24.4% |
| Participant deferral / active EE | $8,216 | $3,869+112.4% | $5,057+62.4% | $4,296+91.2% |
| Admin fee / account holder | $6,564 | $6,5660% | $8,355-21.4% | $6,918-5.1% |